Amazon(US:AMZN) Sou Hu Cai Jing·2025-11-06 12:09Core Insights - Amazon experienced a significant system failure starting October 31, lasting four days, which severely impacted seller inventory editing functions across key markets, leading to an 87% drop in order volume for some sellers [1][4][5]. Group 1: System Failure Impact - The system failure affected multiple categories including electronics, home goods, and beauty products, impacting both established sellers and those with annual sales exceeding $10 million [3]. - Sellers reported being unable to modify unit count types, prices, and templates, with many experiencing ASIN removals and search result issues [4][5]. - The timing of the failure coincided with the peak sales period for Amazon, including the Prime Big Deal Days, where sales reached $24.1 billion in a single day, exacerbating the impact on sellers [5]. Group 2: Seller Reactions and Challenges - Many sellers expressed frustration over the inability to resolve issues, with customer service providing minimal assistance and only stating that "technical issues are being addressed" [7][8]. - The recent layoffs of 30,000 employees, particularly in the seller support teams, have made it difficult for sellers to communicate effectively with Amazon [8]. - Sellers are increasingly questioning the platform's stability due to recurring system failures during critical sales periods [9]. Group 3: Future Payment Policy Changes - Amazon announced a new payment policy effective March 12, 2026, requiring a seven-day delay for sellers to access funds after buyer confirmation, which will increase cash flow pressure, especially for Fulfilled by Merchant (FBM) sellers [9][12]. Group 4: Strategic Recommendations for Sellers - Sellers are advised to diversify their sales channels and establish independent marketing strategies to mitigate risks associated with reliance on a single platform [15]. - Implementing effective emergency response plans and optimizing cash flow management will be crucial in adapting to the upcoming payment policy changes [19].